Stephanie Fullerton
President and Co-Founder, Investment Advisor Representative
Stephanie Fullerton’s passion for helping others has been the driving force behind her career and the foundation of Fullerton Financial Planning, which she co-founded alongside her husband, Steve, in 2004. Motivated by a life-changing event that underscored the importance of family, community, and financial security, Stephanie pivoted from being a stay-at-home mom and church ministry leader to becoming an advocate for retirees and pre-retirees across Arizona.
Stephanie is not only a hands-on financial advisor but also a thought leader in the field. She shares her expertise weekly on the Fullerton Financial Hour radio show, aired on KFYI 550 AM, and the corresponding television program on CBS Channel 5 and NBC Channel 12. Her approachable style and experience have made her a respected voice in retirement planning. In addition, Stephanie and Steve recently co-authored their latest book, Financial Literacy in Retirement: An Insider’s Guide to Living Well, Investing Wisely, and Making Your Money LAST, further cementing their role as experienced guides for those navigating retirement.
At the core of Stephanie’s work is a desire to build long-lasting relationships. She takes the time to get to know her clients, learning about their dreams, values, and goals to create customized financial plans that reflect their unique needs. Her goal is to provide not only sound financial advice but also peace of mind, ensuring that her clients can enjoy their retirement knowing they’re in capable hands.
Outside the office, Stephanie remains deeply involved in her community. She participates in local charitable efforts and continues her lifelong commitment to service through her church. Together with Steve, their children, and grandchildren, she enjoys spending time laughing, playing games, and making memories—values that guide her in her professional and personal life.
Media Disclosure
Any media logos are the property of their respective owners and not an endorsement by Fullerton Financial Planning. Some media appearances are paid placements.
“In retirement, I don’t believe people should be risking their money. We share strategies to help protect what they have already earned and to generate retirement income.”
—Stephanie Fullerton
Experience You Can Trust
Retirement is too important to trust to a generalist. That’s why for over 20 years, Fullerton Financial Planning has focused exclusively on helping people transition from work to retirement — and thrive throughout it. We’re not trying to be everything to everyone. We’re built to help you do one thing incredibly well: Turn your life savings into reliable income and lasting financial confidence.
Why Families Across Arizona Trust Fullerton
- Over 20 years helping Arizona retirees create income that lasts
- Trusted by more than 2,000 Arizona households — and growing
- Independent, fiduciary-based advice — no quotas, no product push
- Certified Financial Planner™ (CFP®) professionals on staff
- Regularly featured on ABC15, MoneyRadio, and financial education outlets
- Local, in-person service — no national call centers or rotating advisor teams
- Planning approach integrates investments, income, tax, Medicare, and legacy goals
- Collaborative relationships with CPAs, estate attorneys, and insurance professionals
- Focused on education-first guidance, not sales pitches or one-size-fits-all plans
- Supported by a dedicated client service team with a reputation for proactive care
“I was nervous about retiring — but they helped me see the whole picture and gave me confidence to move forward.”
— Mary J., Scottsdale
“They made a complicated plan feel simple. I wish we’d come here five years earlier.”
— Brian & Sandra T., Mesa
“They treated me like a person, not a portfolio. I never felt pressured — just supported.”
— Teresa D., Chandler
“Our old advisor never talked about income or taxes — this team gave us a plan we could actually live on.”
— Kevin M., Sun City
The Fullerton Family
Standing Strong For Clients.
Stepping Up For the Community.
